Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,018 | $71,523-77.6% | $98,461-83.7% | $71,511-77.6% |
| Participation rate | 51.0% | 72.7%-21.7pp | 75.2%-24.2pp | 67.9%-17.0pp |
| Annual return | 32.55% | 32.43%+0.1pp | 21.17%+11.4pp | 28.86%+3.7pp |
| Employer contribution / active EE | $1,603 | $2,399-33.2% | $3,049-47.4% | $2,589-38.1% |
| Participant deferral / active EE | $2,154 | $4,109-47.6% | $4,738-54.5% | $4,291-49.8% |
| Admin fee / account holder | $18 | $1,676-98.9% | $8,961-99.8% | $1,588-98.9% |